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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Middleton, RI

Every SEC-registered financial advisor at a firm office in Middleton who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Middleton; the most are at Latitude Advisors, LLC (1). 1 are also registered broker representatives.

CFP advisors in Middleton, A to Z

Every advisor in Middleton →
  • Mark C. WoodsLatitude Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Middleton

Latitude Advisors, LLC 1

CFP advisors in other Rhode Island cities

All of Rhode Island →

Providence 45Warwick 28Cranston 8Johnston 8East Greenwich 7Middletown 7Newport 7Westerly 7East Providence 6Lincoln 6North Kingstown 6West Warwick 6Smithfield 5Charlestown 4Greenville 4North Smithfield 4Barrington 3Bristol 3Saunderstown 3Wakefield 3

Questions

How many CFP financial advisors are in Middleton, RI?

1 SEC-registered investment adviser representatives at firm offices in Middleton, Rhode Island list the CFP designation; Latitude Advisors, LLC employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Middleton?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.